Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,414 | $92,798-86.6% | $96,707-87.2% | $137,256-91.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 23.06% | 31.24%-8.2pp | 34.78%-11.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,367 | $4,147-67.0% | $4,191-67.4% | $4,156-67.1% |
| Participant deferral / active EE | $3,498 | $5,877-40.5% | $5,997-41.7% | $6,407-45.4% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |